The Botkeeper Blog

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client advisory services

4 min read

Here’s what happens if your accounting firm has no capacity

Let me tell you a little story. It’s about three little pigs. WAIT! I promise you haven’t heard this one. I know, it sounds familiar. But this is a...

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6 min read

Using soft skills in the search for new clients

You probably didn’t get into accounting for a love of sales. While client prospecting is an essential part of running a successful firm, it takes a...

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5 min read

Ouch! Your time management is suffering. Here’s why.

Everyone wishes they had more time in their lives. While we’re constantly told money can’t buy more time, there are things we can buy to save time by...

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4 min read

Client advisory services have already moved to the next phase

The accounting profession has been listening to the klaxon now for close to a decade: CAS! CAS! CAS! If you haven’t heard professional leaders tout...

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6 min read

Creating a successful end-to-end CAS engagement

When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...

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5 min read

Want Lifelong Advisory Clients? Solve These 4 Business Accounting Problems

With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...

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4 min read

How to Determine What Client Advisory Deliverables to Offer

There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial...

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